See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 55 · EIN 26-4310632 | Other Commissions | $18,863 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,147 | $87,870+3.7% | $113,168-19.5% | $74,304+22.7% |
| Participation rate | 95.6% | 70.7%+24.9pp | 76.6%+19.0pp | 60.3%+35.3pp |
| Annual return | 11.16% | 26.44%-15.3pp | 24.27%-13.1pp | 29.43%-18.3pp |
| Employer contribution / active EE | $766 | $2,277-66.4% | $2,975-74.3% | $2,241-65.8% |
| Participant deferral / active EE | $4,040 | $4,241-4.7% | $5,107-20.9% | $3,767+7.2% |
| Admin fee / account holder | $1 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |